August 03, 2016
Ep #59: Alan & Kitces Unhinged - How to Price Your Services in a Monthly Retainer Model
Many advisors feel overwhelmed while trying to establish fee structures when they transition to getting paid for the services they provide. Selecting a pricing model was, historically, never an issue because most fee-only financial advisors worked were paid based on the assets they ma …
July 13, 2016
Ep #56: Alan & Kitces Unhinged - Valuing Your Time, Pricing Your Services, and More
Alan and Michael Kitces are back to bring you another mailbag episode, answering your questions sent in via email, social media, and the XYPN Radio VIP Group.
January 27, 2016
Ep #34: Creating the Perfect CRM with John Rourke and Dan Ferranti
This week on #XYPNRadio, we're sharing an interview with Wealthbox CRM co-founders John Rourke and Dan Ferranti -- and what it takes to create the perfect CRM.
November 25, 2015
Ep #23: The How and Why of Monthly Retainers with Alan & Kitces
This week on #XYPNRadio, we're talking about an issue that has come up in multiple episodes: providing financial planning on a monthly retainer basis. As our XYPN members know, having a monthly subscription fee option is required to join our network -- but this is not a model that mos …
Episode No. 2 | August 24, 2015
Ep #2: An Inside Look Into Carl Richards’ Financial Planning Process
With Carl Richards
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Today, we’re excited to welcome Carl Richards to XYPN Radio. Carl is the director of investor education for the BAM ALLIANCE, a community of over 130 independent wealth management firms throughout the United States, and the author of The Behavior Gap.
